173 results found
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Affiliate Donor Portal Header and Footer
Similar to how a header, footer, etc. can be added and customized for the affiliate donation portal, it would be great if separate header, footer, etc. language could be added for the affiliate donor portal as well. Thanks for considering!
7 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Filter Description
Create a document with a description of list filters. For example: Donation amount vs. Donor Amount. It would be nice to have a link right by the filter that you could hover over and it would describe the filter in better detail.
1 voteIn the second module, funds, the 11th module, Download and Upload a Fund Statement Template, should be completed before the third module, Create a Fund Statement Format
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Online Donation Promotions
It would be helpful to have a shortened description for funds on the promotion page of the online donation section. That way it can easily be viewed but if a donor clicks on that fund that can see the full fund summary.
1 voteHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
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Thank you
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Add "donation advisor" column to donation import spreadsheet
By adding a "donation advisor" column to the import spreadsheet, it would save tons of time so we don't have to go back into each gift post-import and manually attach a donation advisor.
8 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Note Alerts in Tributes
I'm loving the new note alerts throughout CSuite. It would be great if note alerts were available in the tribute area, especially on the "Donations Needing Tribute Notifications Sent" and/or "Report Printout" screens. This would allow us to flag messages for those who will print and mail tribute notification letters. As always, thanks so much for considering!
16 votes -
Add more than one donation advisor
It would be great if we could add more than one advisor on a donation record. This is especially helpful when a couple divorces so both of them can be advisors on a household donation to keep their total giving to the organization accurate.
12 votes -
When a donor wants to donate to a Fund on a recurring basis, allow them to put the full amount and have the monthly amount auto calculate
To make things easier for donors, we want them to be able to put the full amount they would like to donate (ex. $500) and how many months they would like it to recur for (ex. 12 months) and have the system auto calculate their monthly donation amount ($41.67 in the example). This makes it easier for donors to do the exact full donation they want without room for error or miscalculation.
10 votes -
Anonymous Stripe Credit Card Fee
If a donation is made anonymously and the donor covers the credit card processing fee, the line item for the credit card fee donation is not anonymous; Automatically make both anonymous if the donation is being made anonymous.
9 votesHello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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Radial Buttons on Enter Donations
It is a minor matter, but the radial buttons on the page where you enter donations, I wish they were bigger. I have days where I click at the "check" radial button and miss a number of times until I get it perfectly centered.
1 vote -
Integrate C-Suite to Zapier
Zapier lets you connect to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible. In particular, we are looking for new ways to do online fundraising given COVID. We would like to work with GiveButter, a platform that will allow us to livestream an event and collect donations at the same time.
10 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Add 'date of birth' ("DOB") field in Stripe / donor portal to facilitate better data collection
Data drives our Foundation and is needed for better donor research. This should be a required field. It would be ideal to allow us to select which demographic information is required before submitting a donation
1 vote -
Add Online Fees to Donation Reports
It would be very helpful if the fees taken out of the online donations were included in the donation reports. When we pull a report for our unrestricted fund to see how much came in from donations we have to create a new line item to go back and pull the online giving fees amount, which is then deducted. Better yet, it would be great if there was a column beside the 'amount' column that showed the actual amount deposited into the fund.
4 votes -
Fund name field available for into paragraph in tribute letters
We would GREATLY prefer to see the fund name field available to use in the text above the list of honorary or memorial donations for a number of reasons. First, when it's repeated over and over for multiple donors in the "for each donation" section, the letter is cumbersome and awkward. Secondly, to specify a different Tribute for each fund name as the come up is both tedious and overwhelming. Please make the fund name available to use up front - or within, but certainly up front. I've attached a sample I created to show you what I mean. Thank…
2 votes -
4 votes
Hello, Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea. If you have any questions, issues, or concerns please let us know! Thank you.
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tributes
When entering tribute details with a donation, the tribute fields should be linkable to a current profile.
4 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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Online donations auto fill county in second address line
Online donations - is there a way NOT to fill in County in second address line? we do not want this in our database. Also, on the online form, is there a way we can remove the middle name line?
3 votes -
reoccuring
We have 800 funds...Would help our teams follow-up...knowing which of our staff should connect with which donor more quicklly if the "fund" to which the reoccuring donation was made showed in the systems summary log report as a new column...after clicking on the Reoccuring link on the donation page.
1 vote -
donation pledge
When entering a donation with an outstanding pledge, have the pledges available list include the pledge's fund name.
4 votes -
New and Return Donor Reporting
Currently there is no information or way to pull a report for a donor who has given in the past then waited a few years and donated again. We track this information so it would be helpful to have this option, currently we look back at donation history when each donation is entered but some could get missed with this method.
3 votesHello,
Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.
If you have any questions, issues or concerns please let us know!
Thank you
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don't let unposted donations hit fund portal or appear on donation lists until after posting
Currently, donations show up on the online fund portal immediately after creation and before they have been posted. They are also included on donation reports before they are posted. Please don't show any unposted donations on the fund portal or on donation lists until after they are posted.
8 votes
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